About this episode

This episode discusses the historic performance of small-cap stocks in 2026 and the factors contributing to their resurgence.

The first half of 2026 has been a historic year for small-cap stocks, which have delivered their best performance in 35 years! On this episode of Market Sense, a Fidelity portfolio manager breaks down the key forces behind the small-cap comeback, and how trends like infrastructure spending and reshoring can benefit from this asset class, and how small-cap stocks can enhance portfolio diversification. If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this page for the latest articles and videos. Read the full transcript View the slides Watch the video replay

People in this episode

Host: Fidelity portfolio manager

Topics covered

• small-cap stocks
• investment opportunities
• portfolio diversification
• infrastructure spending
• reshoring

Keywords

• small-cap stocks
• investment
• portfolio diversification
• infrastructure spending
• reshoring
• Fidelity

Mentioned in this episode

Organizations: Fidelity Investments, Fidelity

Products: small-cap stocks

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